Kindly join our WhatsApp channel to get more job updates

Location: Faerie Glen, Pretoria
Salary: Market Related
Job Type: Permanent
Sector: Financial Advisory | Insurance | Investments
Reference: SW005815/AM
Closing Date: 02 October 2025

About the Role

An elite financial services and investment firm in Faerie Glen, Pretoria, is looking for a dynamic Administrator / Secretary to provide professional support to their Financial Advisors. This role is perfect for someone who enjoys client interaction, compliance management, and keeping an office running seamlessly.

Key Responsibilities

Provide secretarial support including scheduling, correspondence, and office administration.

Assist financial advisors with client servicing – from preparing documentation to following up with service providers.

Process and track new business applications (insurance & investments).

Capture client data, update records, and prepare investment summaries.

Handle FAIS & FICA compliance, ensuring all documentation is accurate and up to date.

Be the first point of contact for client queries, ensuring excellent service.

Prepare professional presentations and reports for client meetings.

General office management: filing, scanning, printing, stationery, etc.


Requirements

Matric (Grade 12) – Essential

5+ years’ experience in a financial advisory practice (advantageous)

Post-Matric qualification (advantageous)

Strong written and spoken skills in Afrikaans & English – Essential

Excellent computer literacy (MS Office)

Ability to multitask and work under pressure

Own vehicle and driver’s license – Essential